SolarEdge gains as analyst upgrade and inverter-rule tailwinds lift sentiment

SolarEdge Technologies (SEDG) is up 11.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a fresh UBS upgrade to Buy from Neutral, paired with a higher price target, which appears to have pushed investors toward SolarEdge as U.S. restrictions on certain foreign-produced power inverters could improve the company’s competitive position. The move also seems to be getting support from SolarEdge’s early-August results, which showed sequential revenue growth, a return to non-GAAP profitability, and positive free cash flow.

Details:

UBS upgraded the stock on August 26 and raised its price target to $42 from $36, framing SolarEdge as a potential beneficiary of tighter U.S. rules affecting some foreign-made inverters.

The FCC added foreign-produced power inverters to its Covered List in late July and modified that action on August 20, keeping investor focus on suppliers with stronger domestic positioning.

SolarEdge’s August 5 earnings release showed second-quarter revenue of $346.2 million, up 11.5% from the prior quarter, along with positive non-GAAP operating income and positive free cash flow.

The company also said its cash and investments portfolio, net of debt, increased to $264.6 million as of June 30, 2026, which may have reinforced confidence in the turnaround story.

Sources:

SEC, SolarEdge Technologies, Yahoo Finance, FCC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$SEDG Hedge Fund Activity

We have seen 176 institutional investors add shares of $SEDG stock to their portfolio, and 191 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. added 2,348,836 shares (+31143.4%) to their portfolio in Q2 2026, for an estimated $137,265,975
TWO SIGMA INVESTMENTS, LP removed 1,851,897 shares (-83.0%) from their portfolio in Q2 2026, for an estimated $108,224,860
BLACKROCK, INC. added 1,136,513 shares (+13.5%) to their portfolio in Q2 2026, for an estimated $66,417,819
VIKING GLOBAL INVESTORS LP added 1,088,469 shares (+inf%) to their portfolio in Q2 2026, for an estimated $63,610,128
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC removed 990,405 shares (-44.3%) from their portfolio in Q2 2026, for an estimated $57,879,268
AMERICAN CENTURY COMPANIES INC added 937,072 shares (+120.6%) to their portfolio in Q2 2026, for an estimated $54,762,487
ANATOLE INVESTMENT MANAGEMENT LTD removed 936,215 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $54,712,404

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SEDG Price Targets

Multiple analysts have issued price targets for $SEDG recently. We have seen 10 analysts offer price targets for $SEDG in the last 6 months, with a median target of $37.5.

Here are some recent targets:

Gordon L. Johnson from GLJ Research set a target price of $6.9 on 06/11/2026
Christopher Dendrinos from RBC Capital set a target price of $30.0 on 05/07/2026
Vikram Bagri from Citigroup set a target price of $27.0 on 05/07/2026
Jon Windham from UBS set a target price of $41.0 on 05/07/2026
Mark Strouse from JP Morgan set a target price of $35.0 on 04/16/2026
Brian Lee from Goldman Sachs set a target price of $31.0 on 04/15/2026
Biju Perincheril from Susquehanna set a target price of $45.0 on 04/09/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.